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Магистратура 2021/2022

Слияния, поглощения и реструктуризация фирмы

Лучший по критерию «Полезность курса для Вашей будущей карьеры»
Лучший по критерию «Полезность курса для расширения кругозора и разностороннего развития»
Направление: 38.04.08. Финансы и кредит
Кто читает: Школа финансов
Когда читается: 2-й курс, 1, 2 модуль
Формат изучения: без онлайн-курса
Охват аудитории: для своего кампуса
Прогр. обучения: Стратегическое управление финансами фирмы
Язык: английский
Кредиты: 5
Контактные часы: 56

Course Syllabus

Abstract

The course examines main motives for M&As, performance of mergers and acquisitions, M&A transactions realization mechanisms, strategic growth and development of the company in the context of M&As, methods of M&A deals structuring, legal, tax and accounting aspects of M&A transactions, and financing transactions (private equity, hedge funds, and LBO structures and valuation). A special attention is paid to particularities of cross-border mergers and acquisitions, alternatives to M&As, restructuring decisions and mechanisms. The course is based on the standard international textbooks on M&A deals, research papers and business cases. Applied aspects of the course are based on recent actual M&A transactions on international and Russian markets. The course consists of lectures along with seminars with lecturers from School of Finance and Lincoln International CIS Holding B.V. The course consists of three logical parts: “Theoretical and practical aspects of M&A and LBO deals” (Topics 1-4), “Challenges of cross-border M&As and peculiarities of deals with private equity funds” (Topics 5-6), “Reorganization and restructuring of companies” (Topic 7).
Learning Objectives

Learning Objectives

  • The purpose of the course is to study the basic theoretical and applied aspects of mergers and acquisitions (M&As) and corporate restructuring.
Expected Learning Outcomes

Expected Learning Outcomes

  • Be able to analyze various operating and financial factors and indicators affecting M&A strategy of a company
  • Be able to analyze various ways of restructuring of a company to assess their applicability in a specific situation
  • Be able to define the motives and mechanisms for the implementation of mergers and acquisitions
  • Be able to determine the feasibility of specific M&A transaction based on the results of the company valuation
  • Be able to understand financing transactions (private equity, hedge funds, and LBO structures and valuation)
  • Be able to understand the fundamentals of legal, tax and accounting aspects of M&A transactions
Course Contents

Course Contents

  • Topic 1. Growth through strategic deals, theoretical aspects
  • Topic 2. M&A Deal structure
  • Topic 3. Deal valuation
  • Topic 4. Financing Transactions
  • Topic 5. Cross-Border M&As
  • Topic 6. Peculiarities of deals with private equity funds
  • Topic 7. Financial restructuring
Assessment Elements

Assessment Elements

  • non-blocking 2 home assignments in teams for part “Theoretical and practical aspects of M&A and LBO deals"
  • non-blocking 1 home assignment in teams for part “Challenges of cross-border M&As"
  • non-blocking 1 home assignment in teams for part “Reorganization and restructuring of companies"
Interim Assessment

Interim Assessment

  • 2021/2022 2nd module
    0.25 * 1 home assignment in teams for part “Reorganization and restructuring of companies" + 0.25 * 1 home assignment in teams for part “Challenges of cross-border M&As" + 0.5 * 2 home assignments in teams for part “Theoretical and practical aspects of M&A and LBO deals"
Bibliography

Bibliography

Recommended Core Bibliography

  • DePamphilis, D. (2015). Mergers, Acquisitions, and Other Restructuring Activities. Elsevier. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsrep&AN=edsrep.b.eee.monogr.9780128013908
  • Gaughan P., Mergers, Acquisitions and Corporate Restructuring, 6th edition, John Wiley&Sons, 2015

Recommended Additional Bibliography

  • H. Kent Baker. (2011). The Art of Capital Restructuring : Creating Shareholder Value Through Mergers and Acquisitions. [N.p.]: Wiley. Retrieved from http://search.ebscohost.com/login.aspx?direct=true&site=eds-live&db=edsebk&AN=391383

Authors

  • GRIGOREVA SVETLANA ALEKSANDROVNA
  • PARTIN ILYA MARKOVICH
  • TIKHOMIROV DMITRIY VIKTOROVICH